Wealth Advisor | Client-Centric Financial Planning

TD; Bristol (CT); On-site; USD 72,000 - 108,000; Full time

Job summary

TD Wealth in Bristol, CT is seeking a Financial Advisor for a three-year program. You will provide financial planning guidance and investment recommendations, serving as the central contact for TD Wealth clients.

You will review client goals, onboard new clients, and collaborate with the centralized servicing team to deliver tailored wealth solutions while maintaining regulatory compliance. This role requires SIE, Series 7 and 63, a Bachelor's degree, and a proven ability to meet sales targets,

Qualifications

• Bachelor's degree strongly preferred.
• 2+ years of providing advice, planning and investment sales.
• SIE, Series 7 and Series 63 required.
• Licensing including Series 66 or ability to obtain.

Responsibilities

• Provide financial planning guidance and investment solutions.
• Serve as the primary contact for TD Wealth clients and relationships.
• Review client goals and deliver goals-based advice with integrity.
• Meet quarterly and annual sales goals and refer opportunities.

Skills

Sales experience

Financial planning

Client service

Education

Bachelor's degree

Tools

SIE

Series 7

Series 63

Series 66 (or equivalent)

Job description

TD Wealth in Bristol, CT is seeking a Financial Advisor for a three-year program. You will provide financial planning guidance and investment recommendations, serving as the central contact for TD Wealth clients.

You will review client goals, onboard new clients, and collaborate with the centralized servicing team to deliver tailored wealth solutions while maintaining regulatory compliance. This role requires SIE, Series 7 and 63, a Bachelor's degree, and a proven ability to meet sales targets,